February 11, 2015 Luncheon
Registration is now open for the FPA WNY February 11 Educational Luncheon. Our guest speaker is Jean Dailey CPA, CPC, QPA, QKA, QPFC, TGPC, ERPA; She is the Manager of Retirement Plans and ERISA Consulting.
'Get Audit Ready – Adequate Proactive Preparation Could Save You' is the title of the presentation. And it is designed to educate financial professionals on the audit trend and prepare them to assist their clients in being proactively prepared for an audit. Areas addressed include:
- The auditing agencies (IRS/DOL)
- Audit triggers
- Typical audit areas
- Why to conduct a “pre-audit”
- Difference from the CPA audit function
- Correction Programs at the IRS and DOL
- What a “pre-audit” should cover
- How best to be prepared
By gaining an improved understanding of the audit environment, professional financial advisors will be better able to assist retirement plan sponsors as a consultative partner in plan management. This information will enhance the ability of financial representatives to guide retirement plan sponsors with their fiduciary duties to the plan.
In order to start on time and give you an opportunity to network as well as enjoy lunch, we will start the buffet at 11:20 AM at Protocol Restaurant, 6766 Transit Road, Williamsville. The program starts at NOON and ends by 1:30 PM.
This program is open to FPA WNY members and first-time guests (prospective members) with a $25 charge for non-members, paid by cash or check at the door.
This program will be eligible for one hour of CFP Board Continuing Education credit (applied for) NYS INS (applied for) and CPA CPE credit
Our thanks to Enhanced Retirement Solutions for their support of this lunch program.
Thank you to all our 2015 Annual Sponsors:
Gold: Specific Solutions - Forward Investing
Bronze: Beechwood Continuing Care – Geneva Advisors – Pioneer Investments
For more information and to register, please visit www.fpawny.org.
PLEASE: If you register for the lunch and if your plans change, send an e-mail to Kathy@fpawny.org as soon as possible so we don’t have to pay for your lunch if you can’t come. If you want to register Friday February 6 or after, please call 860.5478.
2015 FPA WNY Meeting Dates
Please put these dates into your calendar, we want to see you there
January 14 - Topic: Economic Update, Location: Protocol Restaurant
February 11 - Topic: Get Audit Ready – Adequate Proactive Preparation Could Save You, Location: Protocol Restaurant
March 11 - Topic: Estate & Tax Planning, Location: Protocol Restaurant
April 8 - Topic: World Financial System, Location: Protocol Restaurant
May 13 - Topic: Identity Theft - Location: Protocol Restaurant
June 10 - Topic: Investments - Location: Protocol Restaurant
Break – No lunch meetings in July and August
September 9 - Topic: Longevity Planning, Location: Protocol Restaurant
October 16 - Friday Symposium with CFP Ethics
November 11 - Topic: TBA Tax Planning, Location: Protocol Restaurant
Strategic Planning Meeting for the Board of Directors
December 9 - Topic: Charitable Contributions, Location: TBA
ARE YOU INTERESTED IN
Bryant & Stratton’s CFP® Certified Financial Planner In-Class program?
Below are the modules that you will need to complete before sitting for the CFP certification exam. I’ve also attached for your review our 2015 Financial Services Catalog. Refer to page 11 for a brief description of each module. Our program is designed to address the key financial planning topics needed for success on the CFP Certification Exam. Textbooks are included in the price of tuition. Our CFP Board approved program includes:
- Personal Financial Planning– 10 class sessions
- Insurance Planning – 10 sessions
- Investment Planning - 10 class sessions
- Income Tax Planning – 10 sessions
- Retirement Planning and Employee Benefits – 10 sessions
- Estate Planning – 10 sessions
- Case Study Capstone – 10 sessions
Each class session is 4 hours long. We offer a Friday morning session (8:30 am-12:30 pm) and a Monday evening session from 5:30 pm-9:30 pm.
I’ve attached our 2015 schedule for each session.
Pay as you go:
$ 729.00 per course which includes textbooks.
If you register and pay for the entire Program up-front, we offer a 10% total program discount (AND you are lock-in current pricing, avoiding future price increases), bringing the total program cost to $4,593.00.
Refer to page 11 of the catalogue (soon to be uploaded) for a brief description of the CFP modules that is in our curriculum. I’ve also attached our Friday morning schedule for review. Currently, we cancelled our Monday evening cohort. A new Monday evening schedule is to be determined.
Visit our website is www.psctraining.com
The Financial Planning Association connects those who need, those who support and those who deliver financial planning.
The mission of the Financial Planning Association of Western New York is to provide the membership with opportunities for networking, continuing education and media exposure; to promote the highest standards of ethics, knowledge and skills in the financial planning profession; and to communicate to the public the value of the financial planning process conducted in accordance with the Financial Planning Association Code of Ethics.